Spire Wealth Management Purchases in Q2 2025

Spire Wealth Management

  • $2.7 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Tko Group Holdings Inc
2
+ 0.65%
N/A
308 $0
Tidal Tr Ii
100
New
N/A
100 $0
AVB
Avalonbay Communities Inc

Real Estate
34
+ 6.03%
$187.23 - $215.61 $6.37K - $7.33K
598 $121K
Reddit Inc
221
+ 77.27%
N/A
507 $0
EWZ
Ishares Inc Msci Brazil ETF

ETFs
1
+ 1.79%
$23.44 - $28.85 $23.4 - $28.9
57 $1K
Izea Worldwide Inc
661
New
N/A
661 $0
Xiaomi Corporation
1.9K
New
N/A
1.9K $0
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
3
+ 0.18%
$0.54 - $0.87 $1.62 - $2.61
1.72K $1K
Kenvue Inc
580
+ 13.54%
N/A
4.86K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
947
+ 99.89%
N/A
1.9K $0
Atlas Lithium Corp
250
New
N/A
250 $0
VVV
Valvoline Inc

Energy
25
New
$31.48 - $38.2 $787 - $955
25 $0
FUBO
Fubo Tv Inc.

Communication Services
250
New
$2.42 - $3.86 $605 - $965
250 $0
LEG
Leggett & Platt Inc

Consumer Cyclical
110
New
$6.56 - $9.72 $722 - $1.07K
110 $0
APPF
Appfolio Inc

Technology
4
New
$192.02 - $234.65 $768 - $939
4 $0
Tempus Ai Inc
9
+ 0.63%
N/A
1.44K $0
DRS
Leonardo Drs, Inc.
2K
New
N/A
2K $0
MLPA
Global X Mlp ETF

ETFs
1
+ 4.76%
$46.47 - $54.16 $46.5 - $54.2
22 $1K
J P Morgan Exchange Traded F
1
+ 3.13%
N/A
33 $0
Pgim Rock ETF Tr
62.4K
New
N/A
62.4K $0
Direxion Shs ETF Tr
360
New
N/A
360 $0
Direxion Shs ETF Tr
300
New
N/A
300 $0
Fidelity Covington Trust
655
New
N/A
655 $0
Tidal Trust Iii
400
New
N/A
400 $0
MHK
Mohawk Industries Inc

Consumer Cyclical
7
+ 6.86%
$97.99 - $117.15 $686 - $820
109 $11K
PEAK
Healthpeak Properties, Inc.

Real Estate
6
+ 0.5%
N/A
1.21K $22K
NFTY
First Tr Alphadex Fd Ii India
200
New
N/A
200 $0
Global X Fds
200
New
N/A
200 $0
Marex Group PLC
15K
New
N/A
15K $0
SNPG
Dbx ETF Tr Xtrackers S&P 500 G
62
+ 14.83%
N/A
480 $0
Capital Group Dividend Growe
1
+ 0.37%
N/A
270 $0
ZOM
Zomedica Corp.

Healthcare
9.06K
+ 4.15%
$0.06 - $0.06 $544 - $544
228K $13K
J P Morgan Exchange Traded F
110
New
N/A
110 $0
RPV
Invesco Exchange Traded Fd Tr

ETFs
1
+ 1.0%
$81.66 - $93.76 $81.7 - $93.8
101 $9K
Nano Nuclear Energy Inc
300
New
N/A
300 $0
Super Micro Computer Inc
3.39K
+ 41.37%
N/A
11.6K $0
Blackrock ETF Trust
16.3K
+ 3537.96%
N/A
16.8K $0
American Healthcare Reit Inc
3.89K
+ 33.12%
N/A
15.6K $0
Viking Holdings LTD
14.8K
New
N/A
14.8K $0
Natwest Group PLC
55.3K
+ 7942.24%
N/A
56K $0
Aim ETF Products Trust
40.9K
+ 533.68%
N/A
48.6K $0
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
63.6K
+ 177.66%
N/A
99.5K $0
Pgim Rock ETF Tr
120K
New
N/A
120K $0
HESM
Hess Midstream LP

Energy
27
+ 6.92%
$35.23 - $42.89 $951 - $1.16K
417 $16K
Ge Vernova Inc
839
+ 22.8%
N/A
4.52K $0
First Tr Exchange Traded Fd
101K
+ 2178.51%
N/A
106K $0
Lam Research Corp
14.5K
+ 215.95%
N/A
21.2K $0
JGRO
J P Morgan Exchange Traded Fd
25
+ 14.37%
N/A
199 $0
Pgim Rock ETF Tr
54.3K
New
N/A
54.3K $0
Activity Summary
Buys All Purchases 682 New Holdings 151 Increased Positions 531 Sells All Sells 1172 Reductions 1172 Sold out 0 Options Calls 0 Puts 0
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